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Category Archives: Version 12

Back to OPA Basics : Oracle Policy Modeling Features

Back to OPA Basics : Oracle Policy Modeling Features

Welcome to another in our periodic back to OPA basics series. At the moment I am watching a lot of new starters join a set of experienced developers. And funnily enough, both groups sometimes are stuck in their routine. For the new people, they fall back on what they know from other rules engines. For the more experienced people, that are familiar with Oracle Policy Modeling, they repeat what they learned long ago and do not necessarily see anything that has been added to the application in the intervening time since they first started using it.

So here are my top five cool time savers and useful things you can find in Oracle Policy Modeling today.

  • The Rule Assistant

I still find it strange that many people don’t use the Assistant in Word. If there was ever a tool to avoid having to remember the arcane spelling and phraseology of an Oracle Policy Automation attribute, this is it!

Back to OPA Basics - Rule Assistant

  • The Convert to Test Case Export

Watching people filling in every cell in their Test Case spreadsheet, when they probably have already saved many of the initial scenarios as debug sessions, I think they should remember the fact that they can move a unit test into a Test Case, and vice-versa.

Back to OPA Basics - Export as Test Case

  • The Find Unused Attribute Filter

I tend to use this one when the Rule Assistant has not been used very much, so we are looking for duplicate / mispelled attributes in our Project (see Rule Assistant, above).

Back to OPA Basics - Unused Attributes

  • The Inclusion Report

OK, so I’m probably cheating as far as this one is concerned, but it is a real time saver. In 19A, the introduction of the Inclusion Report has saved me time already. Great for beginning an impact assessment when some sort of surgery is required on Project structure. Find out more here.

Back to OPA Basics - Inclusion Report

  • The Export Entity Data Model Option

This is a tiny little option hidden away in the toolbar but I’m often asked by non-OPA people for the data model and I find this export really simple and quick to use.

Tiny Button - Export Data Model

Well, that’s our top five for now. What other tricks do you use to get the most out of Oracle Policy Modeling?

Let us know in the comments!

 

Business Process : Force PDF Download in OPA

Business Process : Force PDF Download in OPA

After last week’s business case put forward about Calendar Blackout dates, this week we can thank Arnaud D and Sylvie A from Switzerland for their excellent use case. This week we will be discussing the idea of letting a user progress to the end of an Interview, only if they have clicked to download a PDF file. So, can we Force PDF Download in OPA?

There is not really a technically feasible way to prove that a user actually read a PDF. But if we can force them to download it, at least we know they have gotten that far!

The business case is easily applied to many industries, for example where terms and conditions or a contract are generated and tacit approval needed before the user continues. Or, more simply, you need some way to encourage people to read the BI Publisher thing you spent all those weeks developing.

It is also a good opportunity for us to investigate the new custom Button extensions available in Oracle Policy Automation 19A. So this won’t work in 18D or earlier. The approach we are going to take will involve two different extensions. Let’s go!

Input Extension

The input extension is needed because we wish to capture the value of a Boolean attribute for our demonstration. Navigating forwards will only be allowed if this Boolean is true.

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/*  Generated by the OPA Hub Website 29/03/2019 19:35
Educational Example of Custom Input Extension for Oracle Policy Automation
I will remember this is for demonstration purposes only.
 */
OraclePolicyAutomation.AddExtension({
	fullCustomInput: function (control, interview) {
		if (control.getProperty("name") == "xInput") {
			return {
				mount: function (el) {
					console.log("Starting customInput Mount");
					var div = document.createElement("input");
					div.id = "myInput";
					div.value = interview.getValue("my_flag");
div.setAttribute("style", "visibility: hidden");
el.appendChild(div);
console.log("Ending customInput Mount");
$(".opa-document").click(function(){
console.log("Clicked Link");
control.setValue(true);
});
},
update: function (el) {
console.log("Starting customInput Update");
 
console.log("Ending customInput Update");
},
validate: function (el) {
console.log("Starting customInput Validate");
 
console.log("Ending customInput Validate");
},
unmount: function (el) {
if (control.getProperty("name") == "xInput") {
console.log("Starting customInput UnMount");
 
interview.setInputValue("my_flag", $("#myInput").val());
var myInput = document.getElementById("myInput");
myInput.parentNode.removeChild(myInput);
console.log("Ending customInput UnMount");
}
}
}
}
}
})

So what’s going on here? Basically we are putting a click event on a PDF download. Notice line 17 : this adds a click event.  So as soon as the custom Input is loaded, an event is added to another control using jQuery. When the link is clicked, we update our flag to true. We use the style selector “.opa-document” to find the link. If you have more than one link, you will need a more precise method of finding it. Other than that, the custom input itself is invisible, and simply reads the current value of the flag into the control.

Button Extension

The other extension, for a nextButton, uses jQuery to display a dialog when you try and leave the screen before clicking on the link (the flag is false). Otherwise it lets you navigate without issues.

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OraclePolicyAutomation.AddExtension({
	customNextButton: function (interview) {
		let button,
		caption;
 
		return {
			mount: function (el) {
				const screen = interview.currentScreen();
 
				button = document.createElement("div");
				button.setAttribute("title", "Print Your PDF First");
				button.setAttribute("class", "opa-back");
				button.setAttribute("role", "button");
				button.setAttribute("style", "	text-overflow: ellipsis; white-space: nowrap; line-height: 1; cursor: pointer; padding: 0.7em 1.2em; border: none; text-decoration: none; -webkit-appearance: none; flex: 0 0 auto; text-align: center; color: rgb(255, 255, 255); border-radius: 6px; background: rgb(20, 116, 191); font-size: 16px; font-style: normal; font-weight: normal; margin-left: 6px; visibility: visible; outline: none;");
 
				caption = document.createTextNode(screen.getNextCaption());
				button.appendChild(caption);
 
				var dialog = document.createElement("div");
				dialog.setAttribute("id", "dialog");
				dialog.setAttribute("title", "Warning");
 
				var dialogtext = "Please download your document first.";
				el.appendChild(dialog);
 
 
				button.onclick = function (evt) {
					evt.preventDefault();
					if (interview.getValue("my_flag") == true) {
						interview.submit();
					} else {
						$("#dialog").dialog();
						$("#dialog").text(dialogtext);
						console.log("Not Yet ");
						console.log("Flag Value is " + $("#myInput").val());
					}
				}
 
				el.appendChild(button);
			},
			update: function (el) {
				const screen = interview.currentScreen();
 
				caption.textContent = screen.getNextCaption();
 
				if (screen.hasNextButton())
					button.removeAttribute("disabled");
				else
					button.setAttribute("disabled", "disabled");
			},
			unmount: function (el) {}
		}
	}
});

So what’s happening? The early part of the mount is simply painting a nice button on the screen. We could of course not display the button at all, but the User Experience might be better if we display it always, just prohibit using it in certain circumstances. Starting around line 19 we create the dialog and make it ready for use.

Line 27 includes the button click routine which either displays the dialog, complete with a message, or just lets you navigate as normal.

The other lines in the unmount are just taken from the example in the online help, where if this is the last Screen, no next button is available. But our business case is based on it not being the last.

Force PDF Download : Animated GIF

In the animated GIF above, you can see what it looks like.

The Project Zip is in the shop. Have fun!

Calendar Black Out Dates with Control Extensions

Calendar Black Out Dates with Control Extensions

The OPA Hub Website is always happy to hear from readers and learn about the things they are doing and trying to do. In this case, this article was inspired by our reader AF, from Adelaide. The question was; how can we implement a calendar control, to allow the users to select a date – but the calendar control must be able to black-out certain dates (public holidays, non-work days). It’s the sort of thing we probably can all relate to.

The Calendar control that Oracle Policy Automation uses is a very standard JavaScript dropdown, but there is little in the way of configuration in respect of the dates shown. We can style the calendar and we can offer two different ways to enter dates (either as the traditional calendar or the three-fields-in-a-row style that some applications use).

So it comes down to what can be done with an Extension. Regular reader will remember that we have spoken about calendar controls before, on the subject of Year-Only Selection. So that Extension will be the basis of this article.

Firstly, what are the tools we might need?

  • jQuery
  • JQuery UI, especially datepicker

The datepicker widget from jQuery supports a variety of user-related events, including one called BeforeShowDay, which is where we can come in a specify which days should not be clickable. They remain in the calendar display of course.

The basic concept therefore, for this demonstration is:

  1. The user can select a date from the control. Certain days are not available.
  2. The control must handle both adding a date when the date is not currently entered, as well as when the date is already entered and the user wants to correct it (for example, going back to a previous screen in the interview.
  3. The date must of course be saved to our chosen attribute.

As always this is without any warranty or guarantee of fitness for purpose. It’s a quick demonstration that you can then add to and correct yourselves.

 

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/**
 * Richard Napier The OPA Hub Website March 2019
 * Educational Example of Custom Date Control Extension
 * I will remember this is for demonstration purposes only
 */
OraclePolicyAutomation.AddExtension({
	customInput: function (control, interview) {
		if (control.getProperty("name") == "xDate") {
			return {
				mount: function (el) {
 
					var myDatePicker = document.createElement('input');
					myDatePicker.setAttribute("id", "dateselect");
					var mySessionDate = interview.getValue("dt_session");
 
 
					el.appendChild(myDatePicker);
 
 
					$('#dateselect').datepicker({
						dateFormat: "yy-mm-dd",
						onSelect: function (dateText) {
							var RecoveredDate = dateText;
 
							interview.setInputValue("dt_circ", RecoveredDate);
 
						},
						beforeShowDay: function (date) {
							var array = ["2019-03-14", "2019-03-15", "2019-03-16"]
							var string = jQuery.datepicker.formatDate('yy-mm-dd', date);
 
							return [array.indexOf(string) == -1]
						}
					});
 
					var mySelectedDate = "";
 
					if (interview.getValue("dt_circ") == null) {
 
						$('#dateselect').datepicker("setDate", mySessionDate);
						var RecoveredDate = mySessionDate;
 
						interview.setInputValue("dt_circ", RecoveredDate);
 
 
					} else {
 
						var myPreviouslySelectedDate = new
							Date(interview.getValue("dt_circ"));
 
 
						var myPreviouslySelectedDateAsDate = new
							Date(myPreviouslySelectedDate);
 
						var myDayPrefix = "";
						var myMonthPrefix = "";
						if (myPreviouslySelectedDateAsDate.getDate() < 10) {
							myDayPrefix = "0"
						}
						if (myPreviouslySelectedDateAsDate.getMonth() < 10) {
							myMonthPrefix = "0"
						}
						var myConvertedYear = myPreviouslySelectedDateAsDate.getFullYear();
						var myConvertedMonth = myPreviouslySelectedDateAsDate.getMonth() + 1;
						var myConvertedDay = myPreviouslySelectedDateAsDate.getDate();
						var myPreviouslySelectedDateOnly =
							myConvertedYear + "-" + myMonthPrefix + (myConvertedMonth) + "-" + myDayPrefix + myConvertedDay;
 
 
						mySelectedDate = myPreviouslySelectedDateOnly;
 
 
						$('#dateselect').datepicker("setDate", mySelectedDate);
 
 
						var RecoveredDate = $('#dateselect').datepicker("getDate");
 
						interview.setInputValue("dt_circ", new Date(RecoveredDate));
					}
				},
				update: function (el) {},
				unmount: function (el) {
					var RecoveredDate = $('#dateselect').datepicker("getDate");
 
					interview.setInputValue("dt_circ", new Date(RecoveredDate));
 
					var myPicker = $('#dateselect');
					myPicker.remove();
 
 
				}
			}
		}
	}
});

Calendar Black Out Dates with Control Extensions – About the Code

The first part of the Mount is basically setting up the jQuery datepicker to be able to hide some days. We also set the date format to the international YYYY-MM-DD that we all know. Of course a more sophisticated approach would check the region and apply the correct format.

Line 22 Sets up the Select Event and Line 29 the BeforeShowDay  Event.

We attempt to grab the value of our user-entered date (dt_circ) and place it in the date control. If that is unknown or null, then we will default to the current date.

When the user selects a valid date, we will of course copy it into the attribute again.
Finally, when the Unmount fires, we will clean up.

The End Result

 

In a later post we will look at using an entity to store the blackout dates. Stay tuned! For the time being the Project is in the OPA Hub Shop.

Excel as an OPA Data Connection

Hi There!


This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

What’s New in Oracle Policy Automation 19A?

Hi There!


This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

Back to Basics : Seeding from a URL Parameter

Hi There!


This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

Entity Collect Extension

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This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

Showing a Loading Image During Entity Creation

Hi There!


This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

Siebel CRM as a custom Search source

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This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.

What’s new in Oracle Policy Automation 18D?

Hi There!


This content is accessible only to logged in users of the OPA Hub Website.

To Register takes only 10 seconds and uses LinkedIn for authentication. It does not take your contacts or use any other permission.

Once registered you can change your OPA Hub password and manage it independently of LinkedIn.

We recommend you keep different passwords for all your sites.

To register, click the Log in link in the menu at the top of your page.

Thanks, the OPA Hub Website.